Have Questions? Call (877) 803-7460
Have Questions? Call (877) 803-7460
New Patient Intake Forms & Surveys
Collect patient details, signatures, and payments, all in one easy, branded form.
Why It Matters: Intake Shouldn’t
Be a Hassle
Paper forms and manual data entry slow everyone down. Digital intake and surveys make onboarding faster, smoother, and more accurate.
Feature Highlights
Build custom forms and surveys with drag-and-drop ease
Collect contact info, e-signatures, and payments in one step
Match your brand with custom fonts, colors, and logos
Embed forms on your site or send them directly to patients
Benefits for Your Practice
Speed up patient onboarding
Reduce admin workload and eliminate paper clutter
Ensure accurate, complete information every time
Use Cases
New patient intake
Post-visit satisfaction surveys
Treatment consent forms
Ongoing care questionnaires
Feature Highlights
Drag-and-Drop Form Builder
E-signature & Payment Collection
Brand
Customization
Instant Data Sync to Workflow
Patients love how quick and easy it is — and our team doesn’t have to chase down missing paperwork.
— Clinic Manager, Vital Path Health
Make onboarding effortless, for patients and your team.
A CRM that powers medical practices with pre-set tools and automated workflows to simplify and boost patient acquisition.
Working Hours
Find Us
8333 N.W. 53rd Street, Suite 450, Doral, 33166
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